First workflow
Run one real workflow first.
Slatemark is open for Free accounts. Start with one cited, read-only workflow in the AI client you already use, then decide whether it belongs in your routine.
Read-only · not investment advice · no performance claim. Read the terms.
The 15-minute path
No card. The magic link creates your account, then the dashboard walks you to one useful question.
Use Claude Desktop, Claude Code, or Cursor. Slatemark gives that client read-only data and the senior-analyst skill.
Pick one workflow below, fill in the ticker or thesis, and judge the answer by its citations and pushback.
Pre-trade brief
Use this before you enter. Ask Slatemark for the quote, trend, levels, calendar, and macro context, then make it say where your thesis breaks.
Build me a pre-trade brief on [ticker] for a swing-trade view.
Cite every number and tell me where the thesis breaks.
Position review
Use this on something you already hold. Slatemark reads your journal and rules back to your AI client so the review starts from your actual context.
Review my current [ticker] position against my journal,
framework rules, and current market data. Separate facts from
judgment.
Thesis to journal entry
Use this when the idea is still rough. Turn a messy trade note into a structured entry with invalidation, catalyst, risk, and rule checks.
Turn this thesis into a journal entry with invalidation,
catalyst, risk, and the rule references I should check: [thesis]
Setup help while you try it
If setup stalls, ask in Discord with the AI client you use and the setup step you reached. Keep account numbers, broker screenshots, and private trade details out of public channels; email support for sensitive setup help.